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Sanford Advisory Services

Latest statistics and disclosures from Sanford Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are USMV, GSLC, IJH, IVV, SYK, and represent 37.70% of Sanford Advisory Services's stock portfolio.
Added to shares of these 10 stocks: BSV (+$9.0M), AGG (+$6.2M), VOO, MUB, SUB, BNDX, BIL, VEA, DFAC, VTEB.
Started 18 new stock positions in VTEB, VEA, ISRG, EFA, IMTM, DFUV, DUHP, DIHP, DE, VB. DFIC, QQQM, VWO, DFAC, BIL, ETN, BNDX, EMGF.
Reduced shares in these 10 stocks: GSLC, IVV, IJH, EFAV, ITOT, ICVT, DGRO, IJR, EEMV, JPST.
Sold out of its positions in DIS, GNRC, IYR, SDG, Physicians Realty Trust, PGEN, MDY, WM.
Sanford Advisory Services was a net buyer of stock by $42M.
Sanford Advisory Services has $420M in assets under management (AUM), dropping by 19.92%.
Central Index Key (CIK): 0001932496

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Portfolio Holdings for Sanford Advisory Services

Sanford Advisory Services holds 119 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	8.1	$34M		472k	72.11	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)	7.9	$33M	-11%	438k	76.13	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	7.9	$33M	-4%	136k	241.90	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	7.0	$30M	-7%	77k	384.23	View chart
Stryker Corporation (SYK)	6.8	$29M		117k	244.49	View chart
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)	6.5	$27M	-3%	546k	50.00	View chart
Apple (AAPL)	5.9	$25M		190k	129.93	View chart
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)	2.6	$11M	+21%	223k	49.66	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	2.6	$11M	+5%	90k	120.60	View chart
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)	2.5	$11M	-2%	198k	53.50	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	2.2	$9.3M	+2626%	124k	75.28	View chart
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)	2.0	$8.5M	+2%	90k	95.02	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.9	$7.9M	+172%	22k	351.38	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	1.9	$7.8M		173k	45.15	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)	1.8	$7.5M	+489%	77k	96.99	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	1.6	$6.7M	-16%	79k	84.80	View chart
Dimensional Etf Trust Intl Value Etf International Val (DFIV)	1.5	$6.3M	+25%	208k	30.40	View chart
Wisdomtree U.s. Midcap Dividend Fund Us Midcap Divid (DON)	1.4	$5.9M	+2%	145k	41.14	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)	1.2	$4.8M	-8%	97k	50.13	View chart
Ishares Tr National Mun Etf National Mun Etf (MUB)	1.1	$4.8M	+391%	45k	105.52	View chart
Invesco S&p Smallcap Low Volatility Etf S&p Smlcp Low (XSLV)	1.0	$4.0M	-6%	90k	44.67	View chart
Ishares Tr Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB)	0.9	$3.8M	+1103%	36k	104.27	View chart
Ishares Trust Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.9	$3.7M	+93%	26k	145.93	View chart
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV)	0.9	$3.7M	-31%	58k	63.63	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.9	$3.7M	+2%	57k	63.90	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	0.8	$3.5M	NEW	73k	47.43	View chart
Spdr S&p Dividend Etf S&p Divid Etf (SDY)	0.8	$3.3M	+21%	26k	125.11	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Spdr Ser Tr (BIL)	0.7	$3.0M	NEW	32k	91.47	View chart
Mercantile Bank (MBWM)	0.7	$2.9M		87k	33.48	View chart
Raymond James Financial (RJF)	0.7	$2.8M	-4%	26k	106.85	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.6	$2.6M	NEW	61k	41.97	View chart
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.6	$2.4M	-17%	25k	94.64	View chart
Dimensional Etf Trust U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.6	$2.3M	NEW	96k	24.28	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.5	$2.2M	+20%	7.0k	308.90	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.5	$2.2M	NEW	44k	49.49	View chart
Invesco Qqq Unit Ser 1 (QQQ)	0.5	$2.1M	-16%	7.9k	266.29	View chart
Ishares Tr Core S&p Us Vlu Core S&p Us Vlu (IUSV)	0.5	$2.0M	-2%	28k	70.63	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.5	$2.0M	NEW	11k	183.54	View chart
Ishares Tr Conv Bd Etf Conv Bd Etf (ICVT)	0.5	$1.9M	-37%	27k	69.47	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.4	$1.9M	+60%	9.9k	191.19	View chart
Zoetis Incorporated Class A Cl A (ZTS)	0.4	$1.7M	-4%	12k	146.56	View chart
Accenture Plc Ireland Shs Class A Shs Class A (ACN)	0.4	$1.7M		6.2k	266.84	View chart
Amazon (AMZN)	0.4	$1.6M		19k	84.00	View chart
Advanced Micro Devices (AMD)	0.3	$1.5M		23k	64.77	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.3	$1.4M	+59%	6.9k	203.81	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.3	$1.4M	+57%	19k	71.89	View chart
Tesla Motors (TSLA)	0.3	$1.4M	+38%	11k	123.18	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.3	$1.3M		3.5k	382.43	View chart
Ishares Tr Mrgstr Sm Cp Etf Mrgstr Sm Cp Etf (ISCB)	0.3	$1.2M	+13%	26k	45.62	View chart
Ishares Tr Msci Usa Smcp Mn Msci Usa Smcp Mn (SMMV)	0.3	$1.2M	+43%	34k	34.60	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.3	$1.1M	-3%	4.4k	255.86	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M		7.6k	146.14	View chart
Dimensional Etf Trust Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.3	$1.1M	NEW	32k	33.48	View chart
Spdr Bloomberg Convertible Securities Et BLMBRG BRC CNVRT (CWB)	0.3	$1.1M		16k	64.34	View chart
Ishares Tr Ishares Semicdtr Phlx Semicnd Etf (SOXX)	0.2	$1.0M	+2%	3.0k	348.09	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Ef (IWR)	0.2	$1.0M	+7%	15k	67.45	View chart
Janus Henderson Short Duration Income Etf Hendrsn Shrt Etf (VNLA)	0.2	$1.0M	+3%	21k	47.40	View chart
Dimensional Etf Tr Dimensional Us Us Hight Profitab (DUHP)	0.2	$1.0M	NEW	42k	24.01	View chart
IDEXX Laboratories (IDXX)	0.2	$956k		2.3k	407.96	View chart
Dimensional Etf Trust Intl Core Equity 2 Etf Intl Core Equity (DFIC)	0.2	$914k	NEW	41k	22.35	View chart
Johnson & Johnson (JNJ)	0.2	$907k	-3%	5.1k	176.65	View chart
CSX Corporation (CSX)	0.2	$901k		29k	30.98	View chart
Ishares Tr Core High Dv Etf Core High Dv Etf (HDV)	0.2	$792k		7.6k	104.24	View chart
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us (ACWX)	0.2	$783k	-28%	17k	45.71	View chart
Cheniere Energy Incorporated Com New (LNG)	0.2	$780k		5.2k	149.96	View chart
Pfizer (PFE)	0.2	$769k		15k	51.24	View chart
Ishares Incorporated Msci Emerg Mrkt Msci Emerg Mrkt (EEMV)	0.2	$713k	-39%	13k	53.08	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$694k	NEW	18k	38.98	View chart
Pepsi (PEP)	0.2	$640k		3.5k	180.66	View chart
Ishares Tr Exponential Tech Exponential Tech (XT)	0.2	$637k	-17%	13k	47.34	View chart
Spdr S&p Health Care Equipment Etf Hlth Cr Equip (XHE)	0.1	$628k	+5%	7.0k	89.89	View chart
Kellogg Company (K)	0.1	$622k	-15%	8.7k	71.24	View chart
Ishares Tr Us Hlthcare Etf Us Hlthcare Etf (IYH)	0.1	$621k	-8%	2.2k	283.71	View chart
Eaton Corporation SHS (ETN)	0.1	$613k	NEW	3.9k	156.98	View chart
Ishares Tr Msci Intl Moment Msci Intl Moment (IMTM)	0.1	$589k	NEW	19k	30.83	View chart
Spdr Materials Select Sector Fund Sbi Materials (XLB)	0.1	$587k		7.6k	77.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$583k		5.3k	110.30	View chart
O'reilly Automotive (ORLY)	0.1	$573k		679.00	844.03	View chart
Ishares Tr Msci Usa Esg Slc Msci Usa Esg Slc (SUSA)	0.1	$570k	+7%	6.9k	82.32	View chart
Dimensional Etf Trust Intl High Profitability Etf Intl High Profit (DIHP)	0.1	$566k	NEW	26k	22.05	View chart
Ishares Tr U.s. Utilits Etf U.s. Utilits Etf (IDU)	0.1	$539k	+2%	6.2k	86.55	View chart
Abbvie (ABBV)	0.1	$535k		3.3k	161.64	View chart
Ishares Tr Ishs 5-10yr Invt Ishs 5-10yr Invt (IGIB)	0.1	$522k	-34%	11k	49.51	View chart
Hormel Foods Corporation (HRL)	0.1	$503k		11k	45.55	View chart
Microsoft Corporation (MSFT)	0.1	$497k	+21%	2.1k	239.82	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$468k	+23%	5.3k	88.31	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.1	$462k	NEW	4.2k	109.53	View chart
CMS Energy Corporation (CMS)	0.1	$439k		6.9k	63.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$426k	+2%	3.2k	134.10	View chart
Ishares Incorporated Msci Emerg Mkt Msci Emerg Mkt (EMGF)	0.1	$417k	NEW	10k	41.04	View chart
Enterprise Financial Services (EFSC)	0.1	$410k		8.4k	48.96	View chart
Cigna Corp (CI)	0.1	$403k		1.2k	331.34	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.1	$398k		25k	15.91	View chart
TJX Companies (TJX)	0.1	$393k		4.9k	79.60	View chart
Ishares Tr Ishares Biotech Nasdaq Biotech (IBB)	0.1	$389k	-13%	3.0k	131.30	View chart
Ishares Tr U.s. Med Dvc Etf U.s. Med Dvc Etf (IHI)	0.1	$389k		7.4k	52.57	View chart
Cisco Systems (CSCO)	0.1	$386k		8.1k	47.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$380k	+6%	5.1k	74.19	View chart
Caterpillar (CAT)	0.1	$376k		1.6k	239.63	View chart
Procter & Gamble Company (PG)	0.1	$375k		2.5k	151.60	View chart
Eli Lilly & Co. (LLY)	0.1	$364k		995.00	365.84	View chart
Ishares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI)	0.1	$360k		3.1k	114.89	View chart
Amgen (AMGN)	0.1	$359k	+3%	1.4k	262.64	View chart
Ford Motor Company (F)	0.1	$359k	-3%	31k	11.63	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.1	$337k	+17%	11k	32.21	View chart
DTE Energy Company (DTE)	0.1	$331k		2.8k	117.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$331k	+3%	3.3k	100.92	View chart
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF)	0.1	$304k	-36%	10k	30.52	View chart
Costco Wholesale Corporation (COST)	0.1	$303k	+13%	663.00	456.50	View chart
Wells Fargo & Company (WFC)	0.1	$286k		6.9k	41.29	View chart
Spdr Health Care Select Sbi Healthcare (XLV)	0.1	$277k	-7%	2.0k	135.85	View chart
Etfmg Prime Mobile Payments Etf Prime Mobile Pay	0.1	$271k	-16%	6.9k	39.26	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.1	$252k	NEW	950.00	265.35	View chart
Janus Henderson Aaa Clo Etf Henderson Aaa Cl (JAAA)	0.1	$247k	+21%	5.0k	49.26	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$236k	NEW	3.6k	65.64	View chart
Deere & Company (DE)	0.1	$232k	NEW	541.00	428.76	View chart
First Trust Nasdaq Cea Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.0	$200k	-15%	5.2k	38.72	View chart
Cure Pharmaceutical Holding (AVRW)	0.0	$9.4k		60k	0.16	View chart
Wialan Technologies Incorporated (WLAN)	0.0	$5.3k		750k	0.01	View chart

Past Filings by Sanford Advisory Services

SEC 13F filings are viewable for Sanford Advisory Services going back to 2022

Sanford Advisory Services 2022 Q4 filed Feb. 8, 2023
Sanford Advisory Services 2022 Q3 filed Nov. 9, 2022
Sanford Advisory Services 2020 Q4 filed July 28, 2022
Sanford Advisory Services 2021 Q1 filed July 28, 2022
Sanford Advisory Services 2021 Q2 filed July 28, 2022
Sanford Advisory Services 2021 Q3 filed July 28, 2022
Sanford Advisory Services 2021 Q4 filed July 28, 2022
Sanford Advisory Services 2022 Q1 filed July 28, 2022
Sanford Advisory Services 2022 Q2 filed July 28, 2022

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